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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
The Real Answer Versus What You Do?
Welspun: As long as you combine uncorrelated and negatively correlated assets, you can have a prudent use of leverage to make the returns a bit sexer. He says people don't want permanent portfolios that clip along at four to five % real over decades. Welsun: The idea is like, if i can take 50% exposure to globel stocks, 50 percent exposure to bonds and 50%) exposure to each long balled silding commodi trend, the idea is, as long as that ensemble can carry us close to flat during risk on times,. And then when risk off happens and they jump out from behind the curtain and really ballast and save your portfolio,
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